Plan5500

Chelsea, AL Form 5500 retirement and benefit plan filings

City Form 5500 summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Chelsea, AL has 6 loaded benefit plan(s) reported by 6 plan sponsor(s), with $6,105,266 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
6
Plan sponsors
6
Latest filing year
2023

What stands out in Chelsea

  • 6 loaded plans hold $6.1M in reported assets across 6 sponsors.
  • The largest, Herdt Consulting, Inc. 401(K) Profit Sharing Plan, holds 81% of reported Chelsea plan assets.
  • Plans cover 117 participants — about 20 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$5.5MSummed across loaded plans$5,472,104
Total reported assets$6.1M$6,105,266
Total reported participants117
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$6.1M total assets
Net assets$5.5MLiabilities$0
Contributions & income
Employer contributions$171K
Participant contributions$569.3K
Total income / additions$2.1M
Expenses & distributions
Benefits paid / distributions$2.1M
Total expenses$2.2M
Net increase / (decrease)-$78.2K

Data coverage

Plans with financial statements6 / 6 (100%)
Plans with provider compensation0 / 6 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Chelsea, AL plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Chelsea market comparison

Largest plan share of assets81%Herdt Consulting, Inc. 401(K) Profit Sharing Plan
Participants per plan20Average across loaded plans
Plan sponsors6
Ranked by reported assets

Largest loaded plans in Chelsea

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Herdt Consulting, Inc. 401(K) Profit Sharing Plan$5M
    Herdt Consulting, Inc. · 2023
  2. 2
    Jene Retirement Plan$633.2K
    Jene Enterprises, Inc. · 2023
  3. 3
    Moon Frozen Treats Incorporated 401(K) Profit Sharing Plan$235.4K
    Moon Frozen Treats Incorporated · 2023
  4. 4
    Aska Access & Mobility, Inc. Retirement Plan$200K
    Aska Access & Mobility, Inc. · 2023
  5. 5
    Fremeaux Inc. 401(K) Plan$63.4K
    Fremeaux Inc. · 2023
  6. 6
    Novus Orsa Corporation 401(K) Profit Sharing Plan$15.3K
    Novus Orsa Corporation · 2023

Largest plans in Chelsea → · Chelsea plans by participants → · Chelsea plans with financial data → · Chelsea plans with provider compensation → · $1B+ plans in Chelsea →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Chelsea, AL?
6 plan(s) reported by 6 sponsor(s) are loaded for Chelsea, AL.

Related Form 5500 pages